Added to YB: 2024-05-02
Pitch date: 2024-04-30
UHR.SW [neutral]
The Swatch Group AG
-10.35%
current return
Author Info
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Company Info
The Swatch Group AG designs, manufactures, and sells finished watches, jewelry, and watch movements and components worldwide.
Market Cap
CHF 7.9B
Pitch Price
CHF 183.09
Price Target
N/A
Dividend
2.99%
EV/EBITDA
12.50
P/E
N/A
EV/Sales
1.08
Sector
Textiles, Apparel and Luxury Goods
Category
value
Show full summary:
Swatch Group Write Up
UHR.SW: Swiss watchmaker w/ 17 brands (Omega, Tissot, Longines). Omega 60% of profit. Rolex dominates luxury mkt w/ 2x Omega sales. MoonSwatch collab huge hit, 1M sold, 90% margin. Risks: Swiss franc, Rolex lead, smart watches. Bullish: brand history, family control, collabs. Trades at 7.7x EV/EBIT, 7% FCF yield. Potential LVMH target.
Read full article (12 min)